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Who owns CRFWhat CRF owns — n/a

Who owns Cornerstone Total Return Fund, Inc.?

Institutional ownership of CRF from SEC Form 13F filings across 71 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

71

13F holders

$131.5M

value, 2026 filers

16.5%

of shares outstanding (19.6M sh)

12

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of CRF's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1Alpine Global Management, LLC3.0M$21.5M3.5%2.5%+0.3%
2Sculptor Capital LP2.8M$19.9M0.2%2.3%-0.1%
3Quarry LP2.5M$18.1M1.5%2.1%-0.1%
4BOOTHBAY FUND MANAGEMENT, LLC2.3M$16.9M0.2%2%+0.2%
5LPL Financial LLC2.1M$15.1M0.0%1.8%+6.1%
6OSAIC HOLDINGS, INC.1.2M$8.6M0.0%1%+36.2%
7RAYMOND JAMES FINANCIAL INC1.0M$7.2M0.0%0.9%+18.9%
8Cambridge Investment Research Advisors, Inc.1.0M$7,2060.0%0.8%+120.2%
9Perennial Investment Advisors, LLC500,924$3.6M0.2%0.4%+3.1%
10COHEN & STEERS, INC.270,000$1,9390.0%0.2%0.0%
11COMMONWEALTH EQUITY SERVICES, LLC265,416$1.9M0.0%0.2%+13.7%
12MORGAN STANLEY237,677$1.7M0.0%0.2%+2.6%
13PFG Investments, LLC231,737$1.7M0.1%0.2%+10.2%
14Clear Street Group Inc.NEW190,486$1.4M0.0%0.2%new
15Baird Financial Group, Inc.186,644$1.3M0.0%0.2%+4.1%
16Cetera Investment Advisers172,308$1.2M0.0%0.1%+6.1%
17StoneX Group Inc.145,192$1.0M0.0%0.1%+1.7%
18Marex Group LtdNEW141,702$1.0M0.0%0.1%new
19Kovack Advisors, Inc.122,033$876,0750.0%0.1%-18.3%
20CITADEL ADVISORS LLC95,992$689,2230.0%0.1%+826.6%
21CREATIVE FINANCIAL DESIGNS INC /ADV86,397$620,3300.0%0.1%+66.1%
22Mallini Complete Financial Planning LLC85,676$615,1570.4%0.1%+8.5%
23SUSQUEHANNA INTERNATIONAL GROUP, LLPNEW67,544$484,9660.0%0.1%new
24Chicago Partners Investment Group LLC66,621$463,0150.0%0.1%+3.8%
25Creative PlanningNEW61,531$441,7890.0%0.1%new

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.